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mai_academ's avatar
mai_academ
New Member
4 years ago
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Document automation via Power BI

Hello everyone,   I'm looking for advice for find a right tool and\or approach to my problem.   In our daily routine we need to create customized invoices for our clients (and a bunch of other ac...
  • ErikHamoen's avatar
    4 years ago

    Hi Mai,

     

    It sounds like a perfect opportunity to use Paginated Reports for this, have you thought about that?
    In this video, Patrick from Guy in a Cube explains why it's so powerful:

    https://www.youtube.com/watch?v=XSIbRNXGgPQ 

     

    You can for example create different templates for different (group of) customers, select the right customer and show the detailed info on the correct place 🙂 Good luck!